Category stocks

Down 50% in the Year, is SMCI a Buy?

Quick Read - SMCI earns a BUY with a $32.28 target despite a 52% YTD decline, anchored by CEO Charles Liang citing $13B in Blackwell Ultra orders. - DELL's 20% gross margin and HPE's 29% dwarf SMCI's 11%, justifying a valuation discount even as SMCI leads peers on revenue...